Cost Sheet Views

In addition to opening and viewing a cost sheet within a project or shell, you can create your own views with filters, groupings, and so on, to modify the default view of the cost sheet. You can view values from data sources such as activity sheets, as well as cost attributes from the Cost Attribute form. When you create a view, you can select columns from the cost sheet as well as Data Elements (DEs) from the Cost Attribute form. For example, you can view information for specific CBS Codes and then filter and group them by their Status of Active and Inactive.

Notes:

Upon navigating to the Cost Sheet node, a Views option is available after the Add Column option. This is similar to how views are seen in Business Process logs in the Standard interface. You can also add multiple filters to a view, and you can use the same data element multiple times. When adding multiple filters, you can use operators to specify that the view must match all listed filters or that it can match one or more of the listed filters.

If the cost sheet is created from the project template, the sheet has only one view. This view is the Default view, which is selected from the View drop-down list. You can also select the Create New View option to create views or the Manage Views option to manage (Rearrange or Delete) existing views from the View list.

Similar to BP logs in the Standard interface, the View drop-down list within the cost sheet log is followed by the Edit View option.

Creating Cost Sheet Views

When you choose Create New View, a New View window is displayed. A Save View As text box with New View as the default value can be seen at the top of the window. Validations are performed to ensure that the view has been given a unique name.

The Save View As text box is followed by the Cancel and Save options. If you choose Cancel, creation of the new view is canceled and you are brought to the previous view in the cost sheet. If you choose Save, the new view is saved and loaded into the cost sheet.

There are multiple tabs below the Save View As text box. For more information, see the following:

Managing Cost Sheet Views

Similar to BP logs in the Standard interface, the Default view and all the manually created views are available in the Manage Views window. This window has the same features as other logs, which also have the Views feature within them.

Editing Cost Sheet Views

In the Edit View window, you can update the name of the view or use it to create a view with a different name. (You cannot change the name of the Default view; however, you can use it to create a view with a different name.) The view name is followed by the options available for canceling the edit action, saving changes, and saving the view with a new name, or Cancel, Save, and Save As. When you select Save As, a small overlay form is displayed where you can save the view with a new name.

You can also update the settings defined on the Columns, Filters, Group By, Sort By, and Conditional Formatting tabs as described earlier.

Note: If you remove the view permission for a user, the user's filter conditions in the view is not automatically updated. The user will need to edit and save their view to see the changes in the view definition. Ensure you notify the user to update their cost sheet filters accordingly.

Functionality within Cost Sheet Views

In the Default view, you can perform any of the actions listed below:

When you perform any of the above actions, the prefix of the view name becomes Modified. The Edit View option is disabled. Therefore, you cannot save the Modified view.

The remaining gear menu ( ) for the rows and columns remain as they are in the Standard interface of the cost sheet. All of the toolbar options remain as they are in the Standard interface of the cost sheet. You must save any modifications that were made to the Default view without changing the view name to Modified.

In a manually created view, you cannot perform any of the actions listed below:

When you select a value in any of the cost sheet cells, the General tab in the right pane is displayed as read-only.

You can drag and drop columns to any place on the cost sheet. When this action is performed, the prefix of the view name becomes Modified. However, in the case of a manually created view, you can select Edit View and ultimately choose Cancel, Save, or Save As after making modifications in the Columns, Filters, Group By, or Sort By tabs.

After the View drop-down, there are many available options from the Standard interface of the cost sheet, including: Refresh, Print, Find on Page, Expand/Collapse, Menu Options—Row Coloring, and Currency. If you make changes to the Row Coloring or the Currency of the cost sheet, these changes are not saved to the view.

The Group By options that are within the view definition are visible as a grouping section with the appropriate rows grouped in it. Each group, along with its appropriate rows, displays an additional column that shows the group's name before the Cost Code column. There is no column header for this grouping column.

When a Group By option applies to the view, the group's summary row displays the summary value that is based on the Total option in the column's properties.

A special case for creating views is the addition of a few columns. After creating a view, your administrator can take away your permissions to the columns that you added. When you try to open the view, those columns are no longer visible. The Edit View window does not show the columns in the Selected Columns section nor the Available Columns section.

Menu Options in Worksheet

A typical Cost Sheet log (<Project or Shell> > Cost Manager node > Cost Sheet sub-node) has the following types of sheets when you switch the view of the log from default to another type of view (View > Group by Type):

In the Group by Type view, the records are grouped under each category.

When you open the project cost sheet (Cost Sheet), when it is locked, you can use the Menu Options (the three horizontal line drop-down icon) to perform the following actions for the project cost sheet:

The Menu Options (the three horizontal line drop-down icon) and sub-menu options are not available for work package (Work Package) records.

When you open a worksheet (Worksheet), you can use the Menu Options (the three horizontal line drop-down icon) to perform the following actions for the worksheet:

Related Topics

Columns Tab in the New View Window

Filters Tab in the New View Window

Group By Tab in the New View Window

Sort By Tab in the New View Window

Conditional Formatting Tab in the New View Window

Condition options


Last Published Sunday, July 20, 2025